Method Community

Good to hear.  It was nothing from your end.  The actions used to get the correct RecordID of the invoice were a bit off.  Instead of passing the Transaction.TransactionRecordID to the invoice, it was passing the Transaction.RecordID - wrong field.  So it was our design mistake with your version.  Glad to hear that ...

 Working great now Paul what was wrong ?

Kieran - thanks for your email. You should be good to go now. If you are signed in, try signing out and trying again. Paul

Hey Kieran - let me see if I can help out, so that we can get you going over the weekend. If you want to send that info today, just email it to method at methodintegration dot com and I'll have a look. In terms of speed, I highly recommend you download FireFox and use that instead of Internet Explorer.  FireFox is free ...

 Hi no customizing on this screen all left as default. It is in the recent transactions screen. The print preview on all recent transactions opens a new window using the simple invoice report all the values for the report are in it but there is no customer information. Beside that there is a tab called unpaid invoices and there is a print ...

Sounds like you’ve been customizing! Did you customize the original screen or are you using one that you’ve copied first? I’ve tested this on our end and it seems to be working. Can you give us some more info on what screens or reports you’ve changed and the steps you took? We'll get to the bottom of this.

 Just checked it out there and although it does bring up a pdf invoice with my logo and address but everything else in the invoice is blank.

We looked into this and made a minor tweak. You should now be able to use the Print Preview link for invoices on the customer portal. Thank you!

Hi all just started using this great program today, but I think I need a bit of help. In the customer portal in the recent transactions screen when you click on print preview it shows the invoice but there is no data in it. However if you go to unpaid invoices you can print them from there and all data is populated, without a ...

Hi, Consider taking a look at the Invoice screen as an example. You begin creating the Invoice by entering the customer and other basic info. In your case you may choose to select the customer, date and have the record ID be the RMA #. The process continues by entering Invoice details or line items in the grid that follows, this is where you ...